The Worst Chart in Finance (EP.301)

Animal Spirits Podcast

The Compound

Business News, News, Investing, Business

4.7 • 2.1K Ratings

🗓️ 29 March 2023

⏱️ 51 minutes

🔗️ Recording | iTunes | RSS

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Summary

On today's show we discuss why investing is so hard, the time between all-time highs in a bear market, why the Fed is in such a tough spot, ramifications from the banking crisis, low supply in the housing market, why people think their children will be worse off, the psychology behind the AI boom and much more. Find complete shownotes on our blogs... Ben Carlson’s A Wealth of Common Sense Michael Batnick’s The Irrelevant Investor Like us on Facebook And feel free to shoot us an email at animalspiritspod@gmail.com with any feedback, questions, recommendations, or ideas for future topics of conversation. (Wealthcast Media, an affiliate of Ritholtz Wealth Management, received compensation from the sponsor of this advertisement. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.) Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Today's show is sponsored by index IQ, a New York Life Investments company.
0:03.6	Ben, when you think of a growth company, although I don't know if I should ask you
0:07.7	at being at your CD investor, but when you think of a growth company, what enters your brain?
0:12.5	Fast growing revenues and earnings and yes, high growth rates in financial statement analysis,
0:19.2	how's that sound? I couldn't have said about it myself. One area that might be overlooked is
0:24.7	what's fueling their growth? Research and development is a key factor of that. What is research
0:29.8	and development? It's exactly what it sounds like. Companies that are reinvesting their earnings
0:34.8	into the frontiers of new ideas, better products, better services, better software, better platforms,
0:40.2	whatever the company may be. So index IQ has a suite of ETFs from large cap stocks to global stocks,
0:47.2	to mid cap stocks that uses research and development as a pillar for constructing their portfolio.
0:53.2	Right. Companies that are reinvesting and operating cash flows back into the business.
0:57.3	So a lot of the growth rates that people look at whether it be revenue or earnings is
1:00.9	backwards looking, research and development is an indicator of what the company might be doing
1:07.6	in the future. So if you want to learn more, visit New Yorklifeinvestments.com slash index IQ.
1:15.6	Welcome to Animal Spirits, a show about markets, life and investing. Join Michael Batnik and Ben
1:21.9	Carlson as they talk about what they're reading, writing and watching.
1:26.5	Michael Batnik and Ben Carlson work for Ritholds Wealth Management. All opinions expressed
1:31.1	by Michael and Ben or any podcast guests are solely their own opinions and do not reflect the
1:35.5	opinion of Ritholds Wealth Management. This podcast is for informational purposes only and should
1:40.0	not be relied upon for investment decisions. Clients of Ritholds Wealth Management may maintain
1:44.4	positions in the securities discussed in this podcast. Welcome to Animal Spirits with Michael and
1:49.6	Ben. Michael, it seems like the past one or two months we've been spending a lot of time talking
	...

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